Our Individual Planning and Tax Services team helps clients build and preserve their wealth, both for themselves and their chosen beneficiaries and businesses. The Law Office of Jon D. Anderson LLC provides a wide range of legal services to individuals and their families, as well as the firm's business clients.
Wills, revocable trusts, irrevocable trusts, taxation, gifting strategies, charitable gifts, marital property planning, business succession planning; and family limited partnerships.
Settlement of estates and trusts, including probate, summary assignment, summary settlement, transfer by affidavit, estate taxes, fiduciary income taxes, will and estate disputes.
ERISA, cafeteria plans, and other fringe benefits
Medicaid, Medicare, and social security planning, nursing home planning; financial durable powers of attorney; durable powers of attorney for health care; living wills, guardianships, conservatorships.
Minimizing estate, gift, generation-skipping, income taxes, charitable deductions, depreciation recapture, tax return penalties, bad debt deductions, Code § 83(b) elections, business expense deductions, at-risk and passive loss rules, small business stock, and tax-free spousal transfers.
Qualified and non-qualified retirement plans.